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Druva Documentation

Configuring data to be backed up from user devices

Overview

This topic explains how to configure the data that will be backed up from user devices. It includes instructions on configuring backup folders for laptops, backing up emails, and backing up system and application settings. It also includes information on configuring backup folders on mobile devices.

Configuring backup folders on user computers

Adding common folders for backup

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile.

About common folders

inSync gives you the ability to backup content from some of the commonly accessed folders on a computers. The commonly accessed folders indicated on inSync and their interpretation on different operating systems are as follows:

inSync Windows Mac Linux
Pictures Yes Not applicable Not applicable
Desktop Yes Yes Yes
All Drives All internal drives with NTFS formatting Not applicable Not applicable
Music Yes Not applicable Not applicable
Favourites Yes Yes Yes
Office Templates Yes Not applicable Not applicable
My Documents Yes Not applicable Not applicable

Procedure

To add one of the common folders for backup

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile that you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Under Folders, select the common folder whose content you want to back up.
    laptopcontent-common.png
  5. If the folder is expected to contain more than 10,000 files, select Optimize for large number of files.
  6. Select the types of files you want to back up or exclude from the folder:
    • Under the Include Files tab, select or type the file types that you want to back up from the folder. You can also type a file name that you want to back up. Only the files and file types displayed under Include Files tab will be backed up from the folder.
    • Under the Exclude Files tab, select or type the file types that you DO NOT want to back up from the folder. You can also type a file name that you don't want to back up. The files and file types displayed under Exclude Files tab will not be backed up from the folder.
    • Under the Exclude Path tab, type the path to the subfolder, within the selected folder, that you do not want to backup. All contents from the subfolder will be excluded from backup.
    Note: Entries in the text box under Include Files and Exclude Files tabs must be separated using a semicolon (;). There should not be any space between two consecutive entries.
  7. Click Save.

Adding custom folders for backup

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile

About adding custom folders

Apart from the common folders, you can backup any folder from user's computers. You need to configure the path of the folder that you want to backup in inSync. Few things to consider before adding a custom folder are:

  • The user may or may not have the configured folder on his computer. In such cases, administrators will receive a misconfigured backup folder alert from inSync. You must ensure that the users create the folder on their computers and start backing up data on them.
  • Absolute paths to a folder are operating system specific. In case your users are using multiple operating systems, the absolute paths will not work on all computers. For example, one user uses a Linux desktop and a Windows laptop. Both are being backed up by inSync. If you have configured C:\customfolder for backup, it will work only for the Windows laptop. For the Linux desktop, all administrators will receive a misconfigured backup folder.
  • You can set relative paths that include global variables such as %appdata%, %username%, %homedir%, and %userprofile%.
  • The folder path can contain maximum 255 characters.
  • If you are planning to add custom folders, it is suggested that you create separate profiles of users using different operating system. For example, you can create a separate profile for users on Windows computers and a separate profile for users on Linux computers.

Procedure

To add one of the common folders for backup

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile that you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Click +Add. Additional fields are displayed.
    laptopcontent-custom.png
  5. Enter the following details:
    • In the Folder to be backed up field, type the path to the custom folder. The path must be less than 255 characters long.
    • In the inSync Id for the folder, type the name that will be used for the folder in inSync. The name must be within the tags.
  6. If the folder is expected to contain more than 10,000 files, select Optimize for large number of files
  7. Select the types of files you want to back up or exclude from the folder:
    • Under the Include Files tab, select or type the file types that you want to back up from the folder. You can also type a file name that you want to back up. Only the files and file types displayed under Include Files tab will be backed up from the folder.
    • Under the Exclude Files tab, select or type the file types that you DO NOT want to back up from the folder. You can also type a file name that you don't want to back up. The files and file types displayed under Exclude Files tab will not be backed up from the folder.
    • Under the Exclude Path tab, type the path to the subfolder, within the selected folder, that you do not want to backup. All contents from the subfolder will be excluded from backup.
    Note: Entries in the text box under Include Files and Exclude Files tabs must be separated using a semicolon (;). There should not be any space between two consecutive entries.
  8. Click Save.

Creating a global exclude list of file types for a profile

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile. 

You can create a global exclude list of file types that will never be backed up for a profile. For example, if you do not want any video files to be backed up user computers, you must add the different video file extensions (*.wmv, *.mpeg, *.avi, and so on) to the global exclude list. The Exclude Files tab too prevents file types from being backed up. However, it is applicable only for the folder for which it is defined. The global exclusion list is applicable for all backup folders.

 

To create a global exclusion list

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile that you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Click Global Exclusions.
    laptopcontent-global.png
  5. Enter the file types that you want to exclude. For example, if you want to exclude various video files, type *.wmv;*.mpeg;*.avi;*.mkv.
    Note: The file types must be separated using a semicolon (;). There should not be any space between two entries.
  6. Click Save.

Allowing users to modify backup folders

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile.

You can allow users to configure the folders that will be backed up from their computers. They can add folders that will be backed up from their computers. They can also remove folders from the list of backup folders you have created. 

 

To allow users to modify backup folders

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Select Allow users to add folders.
    laptopcontent-addfolder.png
  5. Click Save.

Making it mandatory for users to backup a folder

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile.

If you allow users to configure the folders that will be backed up from their computers, they can select not to backup some or all of the folders you had added. However, you can force the users to backup certain folders by making them mandatory for backup. 

 

To mark a folder as mandatory for backup

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Under Folders, select the folder you want to mark as mandatory, and then select Mandatory folder.
    laptopcontent-mandatory.png
  5. Click Save

Including emails for backup from user computers

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile. 

About backing up emails

Using inSync you can back up the emails received by users through a desktop email client. inSync supports backup from the following email clients:

  • MS Outlook (2003, 2007, 2010, 2011, 2013)
  • Outlook Express
  • Thunderbird
  • Lotus Notes
  • Apple Mail
  • Postbox

inSync provide two options to backup emails from MS Outlook. The Advanced option uses the MAPI interface. It provides better email message deduplication and faster backup and restore of PST files. The other option backs up email files as plain files. For more information, refer to https://druva.zendesk.com/entries/21...look-PST-Files.

Note: An inSync client and Outlook is required to restore PST files backed up using the Advanced option.

Procedure

To include email for backup

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears.
  4. Under Folders, select Email.
    laptopcontent-email.png
  5. Enter the following details:
    • From the Select email client list, select the email client users of the profile use.
    • If you have selected Outlook advanced option and want to backup even those PST files that are not configured with Outlook, select Include PST files from all drives.
    Note: Do not select Outlook advanced option if you are using IMAP to configure MS Outlook. Also, if you select Include PST files from all drives after selecting the Outlook advanced option, the PST files will be saved as plain files. The advantages of using the MAPI interface will be lost. 
  6. Under Include Files, make sure that Email files is selected.
  7. Click Save.

Including system and application settings for backup

Note: This feature can only be controlled through profiles. Any change to an existing profileis applicable for all users of that profile.

About System and Application Settings

Using inSync, you can backup system, application, and user account settings from the following operating systems:

  • Windows XP and later
  • Mac OS 10.6 and later

If system and application settings are backed up, users have the option to restore these settings when activating inSync client on new or replacement devices. This ensures that the users have a familiar environment on all their devices. To know more about system and application settings, see the article on Persona Backup.

Procedure

To include system and application settings for backup

  1. On the menu bar, click Manage > Profiles.
  2. Click the profile that you want to modify.
  3. Click the Laptop Backup Content tab, and then click Edit. The edit window appears. 
  4. Under Folders, select System, App Settings.
    laptopcontent-systemapp.png
  5. Click Save.

Configuring backup folders on mobile devices

Note: This feature can only be controlled through profiles. Any change to an existing profile is applicable for all users of that profile.

inSync can be used to backup data from the following three folders of mobile devices: Contact, Photos, Videos. As an administrator, you can select which of these three folders you want inSync to back up. In addition, you can give the inSync users the option to decide if they want to backup data from their mobile devices.

 

To configure backup folders on mobile devices:

  1. On the men bar, click Manage > Profiles
  2. Click the profile that you want to modify.
  3. Click the Mobile Policies tab.
  4. Under Mobile Access and Backup, click Edit. The edit window appears.
  5. Make sure Allow access from mobile devices is selected.
  6. Select Enable mobile backup and device deactivation. Additional fields appear.
    mobilepolicies-backup.png
  7. Enter the following details
    • If you want the users to be able to choose if they want to backup data from their mobile device, select Optional. Else, select Mandatory.
    • Select the folders that you want to back up from mobile devices. 
  8. Click Save.
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